RBLVX Mutual Fund
RBLVX Mutual Fund
Russell Lifepoints Balanced Strategy Fund Class R5
RBLVX Mutual Fund Overview
RBLVX Mutual Fund (Russell Lifepoints Balanced Strategy Fund Class R5) is managed by Russell Investments with $15.2M in net assets. RBLVX expense ratio is 1.43%, holding 13 positions across sectors including Unknown, Other. Inception date: 1998-03-24.
RBLVX performance shows a YTD return of 7.47%. The 1-year return is 15.88% and the 5-year return is 6.01%. RBLVX dividend yield stands at 7.75%, paid quarterly.
RBLVX top holdings include Russell Investments Global Equity Fund Class Y (29.7%), Investment Grade Bond Fund (16.9%), Multifactor U.s. Equity (10.8%), Multi-strategy Income Fund (7.9%), Strategic Bond Fund (6.8%). View all RBLVX holdings, sector breakdown, or dividend history.
RBLVX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RBLVX alternatives are available via the screener, along with tax-loss harvesting opportunities.